Park Square Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
952
-11
-1% -$1.21K 0.08% 191
2025
Q1
$107K Sell
963
-215
-18% -$23.9K 0.08% 164
2024
Q4
$126K Buy
+1,178
New +$126K 0.09% 148